| Beaird Harris Wealth Management, LLC | 3 | $210 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $211 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $280 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $280 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $281 | 0.00% | +4 | New |
| Hurley Capital, LLC | 5 | $350 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $352 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $420 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $490 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7 | $490 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $560 | 0.00% | −3−27.3% | Reduced |
| Breakwater Investment Management | 8 | $560 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $560 | 0.00% | +8 | New |
| Wealth Watch Advisors, INC | 9 | $630 | 0.00% | +9 | New |
| Winnow Wealth LLC | 9 | $630 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $700 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $700 | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 13 | $910 | 0.00% | −246−95.0% | Reduced |
| WPG Advisers, LLC | 14 | $980 | 0.00% | −92−86.8% | Reduced |
| Hemington Wealth Management | 17 | $1.00K | 0.00% | −2−10.5% | Reduced |
| Burkett Financial Services, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 15 | $1.05K | 0.00% | +15 | New |
| LGT Financial Advisors LLC | 16 | $1.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $1.12K | 0.00% | +7+77.8% | Added |
| Hughes Financial Services, LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $1.19K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 18 | $1.26K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 19 | $1.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.33K | 0.00% | +2+11.8% | Added |
| Colonial Trust Co | 19 | $1.33K | 0.00% | +3+18.8% | Added |
| J.Safra Asset Management Corp | 20 | $1.40K | 0.00% | +20 | New |
| Sofos Investments, Inc. | 20 | $1.40K | 0.00% | +20 | New |
| HighMark Wealth Management LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $1.89K | 0.00% | +27 | New |
| Atlantic Union Bankshares Corp | 30 | $2.10K | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 31 | $2.19K | 0.00% | −24−43.6% | Reduced |
| Dunhill Financial, LLC | 32 | $2.21K | 0.00% | +1+3.2% | Added |
| Tortoise Investment Management, LLC | 34 | $2.38K | 0.00% | +30+750.0% | Added |
| TFC Financial Management | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 36 | $2.52K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 38 | $2.66K | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 80 | $2.83K | 0.00% | −8−9.1% | Reduced |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 43 | $3.03K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 44 | $3.10K | 0.00% | +44 | New |
| South State Corp. | 45 | $3.15K | 0.00% | −73−61.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 46 | $3.21K | 0.00% | −98−68.1% | Reduced |
| Financial Management Professionals, Inc. | 47 | $3.31K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 48 | $3.36K | 0.00% | −227−82.5% | Reduced |
| Marquette Asset Management, LLC | 52 | $3.64K | 0.00% | +52 | New |
| Highline Wealth Partners LLC | 52 | $3.66K | 0.00% | +6+13.0% | Added |
| Bell Investment Advisors, Inc | 55 | $3.85K | 0.00% | −6−9.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 57 | $4.02K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 53 | $4.10K | 0.00% | +31+140.9% | Added |
| Armstrong Advisory Group, Inc | 59 | $4.13K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 62 | $4.35K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 64 | $4.48K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 64 | $4.48K | 0.00% | +64 | New |
| Stone House Investment Management, LLC | 70 | $4.90K | 0.00% | +70 | New |
| Abound Wealth Management | 71 | $4.97K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 70 | $5.00K | 0.00% | +70 | New |
| Team Financial Group, LLC | 72 | $5.06K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 74 | $5.18K | 0.00% | +74 | New |
| Raffa Wealth Management, LLC | 79 | $5.53K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 80 | $5.64K | 0.00% | +80 | New |
| Sachetta, LLC | 82 | $5.75K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 85 | $5.95K | 0.00% | −2−2.3% | Reduced |
| Fortitude Family Office, LLC | 87 | $6.09K | 0.00% | +8+10.1% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 88 | $6.16K | 0.00% | −29−24.8% | Reduced |
| AdvisorNet Financial, Inc | 88 | $6.16K | 0.00% | +11+14.3% | Added |
| Private Wealth Management Group, LLC | 90 | $6.30K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 97 | $6.79K | 0.00% | +3+3.2% | Added |
| Plante Moran Financial Advisors, LLC | 99 | $6.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $7.00K | 0.01% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 104 | $7.00K | 0.00% | +23+28.4% | Added |
| UMA Financial Services, Inc. | 102 | $7.14K | 0.00% | +91+827.3% | Added |
| Leonteq Securities AG | 110 | $7.70K | 0.00% | −32−22.5% | Reduced |
| Activest Wealth Management | 111 | $7.77K | 0.00% | +17+18.1% | Added |
| TSFG, LLC | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 117 | $8.19K | 0.00% | +29+33.0% | Added |
| Ameritas Advisory Services, LLC | 119 | $8.33K | 0.00% | −410−77.5% | Reduced |
| Financial Life Planners | 122 | $8.54K | 0.01% | +122 | New |
| POM Investment Strategies, LLC | 123 | $8.61K | 0.00% | +123 | New |
| Caldwell Sutter Capital, Inc. | 124 | $8.68K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 133 | $9.30K | 0.00% | +133 | New |
| Root Financial Partners, LLC | 137 | $9.58K | 0.00% | +137 | New |
| Key Financial Inc | 138 | $9.70K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 145 | $10.1K | 0.00% | +37+34.3% | Added |
| Park Place Capital Corp | 146 | $10.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 148 | $10.4K | 0.00% | +69+87.3% | Added |
| New England Capital Financial Advisors LLC | 152 | $10.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 151 | $10.6K | 0.00% | +151 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 154 | $10.8K | 0.00% | +90+140.6% | Added |
| Grove Bank & Trust | 156 | $10.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 157 | $11.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 163 | $11.4K | 0.00% | 00.0% | Unchanged |